2026 Market Outlook

Finding true “mettle” in a gilded market

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What’s in store for 2026?

Quantitative investing

Advanced technologies and human insight are transforming investing by unlocking new sources of return across global markets.

International markets

International equities offer compelling value, supported by policy tailwinds and structural growth across global markets.

Energy and commodities

Regionalization, infrastructure gaps and supply strain are reshaping energy markets and redefining investment value.

Private markets

Private markets show strong potential through mid-market deals, resilient credit and growing secondary activity.

Asset mix recommendations

The Mackenzie Investments Global Investment Committee’s view on portfolio weightings. 

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Connect with us

Webinar

2026 Market Outlook event

Get the insights you need to navigate the coming year. Join our team as they discuss global macro trends, key themes shaping markets and asset allocation recommendations.

Podcast

2026 Market Outlook podcast

Listen as Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, discuss their market outlook for the upcoming year. 

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